Launched: 🧑‍🎨 Edit Canvas Dashboard in Reporting (without accessing Modeling)

[Tai_Nguyen]

Hi Holistics community

We’ve heard your feedback regarding the challenges involved in editing the canvas dashboard workflow:

“If someone with an analyst role edits a canvas dashboard, they must do so through modeling, pulling from git, dealing with conflicts, committing, and then pushing to production. That’s not something our typical users should do and I worry about the conflict resolution.” — ​An Analytics Engineer

Here’s a closer look at the current situation:

To be more specific, updating a dashboard in production currently requires selecting one of these two methods in Modeling:
• Continuing to work on your branch and deploying all your updates

• Or creating a new branch for updates

Solution

To make this process easier, we’re excited to introduce a new feature that allows you to ​edit production items effortlessly, bypassing the need for modeling access ​. This update will greatly simplify and speed up the editing process for analysts.The new workflow will look like this:

The new workflow will be:

Watch the demo video below to see the new feature in action!

We believe this update will make your experience smoother and more efficient. As always, we appreciate your feedback and support!

[anya.conti]

How will this work if we have a github integration where we:

• require a PR before merging to master branch
• require approvals/tests to pass for PRs before merging master branch

I’m guessing editing canvas dashboards in this way won’t be allowed in this case?

[Tai_Nguyen]

Hi @anya.conti, Thank you for your comment.

Regarding your concern about editing canvas dashboards: I'm guessing editing canvas dashboards in this way won't be allowed in this case? Currently, this feature is only available if your external Git repository on GitHub is not protected, meaning Holistics must have permission to push to your master branch. To use this feature in the short term, you’ll need to remove the protection rule for the master branch on your GitHub repo.

Additionally, we will provide a toggle setting if you wish to disable this feature:

However, your concern will soon be addressed with our upcoming feature: Pull Request Workflow. This new feature, which will integrate with Git providers like GitHub and GitLab, will:

• Replace the Deploy/Publish button in Modeling and the Save button in Reporting with a Create Pull Request button.
• Automatically trigger the deploy/publish process on Holistics when your PR is merged.

You can view a demo here:

[anya.conti]

Thanks so much, that’s helpful to know!